Demat Closer From to close your Demat account very easily. Demat account can be opened very easily but closing it is a very complicated process.
CHAPTER 6: FUND DISTRIBUTION & CHANNEL MANAGEMENT PRACTICES The fund manager could be a mutual fund manager managing a mutual fund portfolio in line with the scheme’s investment objectives. The mutual fund distributor’s job is to assess the needs, limitations, resources and financial goals of the investor. This analysis would help the mutual fund distributor … Read more
CHAPTER 5: SCHEME RELATED INFORMATION Investors are Governed by the Principle of Caveat Emptor i.e. , let the Buyer Beware. They are Presumed to have read and Understood the Scheme Related Documents before investing in a MF Scheme. Such Documents can be Used for making an informed Investment Decision. There Documents are: Scheme Information Documents … Read more
CHAPTER 4: LEGAL AND REGULATORY FRAMEWORK Currently there are Four Regulators in the Financial Market which are RBI, SEBI, IRDAI and PFRDA. Role of SEBI in Regulating Mutual Funds SEBI issued the mutual fund regulations in 1996 in the form of SEBI (Mutual Funds) Regulations, 1996. The Objective has been to protect the interests of … Read more
CHAPTER 3: LEGAL STRUCTURE OF MUTUAL FUNDS IN INDIA Mutual fund is a vehicle (in the form of a “trust”) to mobilize money from investors, to invest in different markets and securities, in line with stated investment objectives. Through investment in a mutual fund, an investor can get access to equities, bonds, money market instruments … Read more
CHAPTER : 2 CONCEPT AND ROLE OF A MUTUAL FUND Mutual fund is a vehicle (in the form of a “trust”) to mobilize money from investors, to invest in different markets and securities, in line with stated investment objectives. Through investment in a mutual fund, an investor can get access to equities, bonds, money market … Read more
Investment and their Financial Goals Assigning amounts and timelines to the objectives are referred as financial goals. Example: Funding a child’s education, buying a vehicle, cost of one’s son or marriage. Financial goals are about the need for money that cannot be fulfilled through the inflow at that time. One needs to invest money as … Read more
Wikipedia Contributor Portfolio: Subhash Yadav I am Subhash Yadav, a verified and active Wikipedia Contributor with a strong focus on finance, stock markets, and economic policy in India. Over the 4 years, I have made 84+ verified edits that contribute directly to Financial Literacy, Policy Accuracy, and updated Investor Knowledge. In May 2025 alone, the … Read more
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